See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,301 | $102,317+17.6% | $146,958-18.1% | $80,856+48.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 17.12% | 134.76%-117.6pp | 418.34%-401.2pp | 35.59%-18.5pp |
| Employer contribution / active EE | $15,786 | $3,713+325.2% | $4,933+220.0% | $2,755+473.0% |
| Participant deferral / active EE | $15,120 | $6,644+127.6% | $8,070+87.4% | $4,296+252.0% |
| Admin fee / account holder | $12,329 | $7,941+55.2% | $12,998-5.2% | $6,918+78.2% |